Deep Value, Commodities, Gold
Contributor Since 2006
After all, our Call to Steve Jobs to make an Electric iCar was not that crazy?
Will Apple and Facebook save us all? Yes, If They Will Produce Electric iCars
"With IPO of Facebook in the headlines and Apple testing the limits of the market appetite for its valuation, we need to put a few things into perspective. We love all Apple Products, recognise the Facebook phenomenon and think that these companies do have resources to really change our world one more time and save us all - literally this time. We will throw Google into the mix as well. These three companies are all experiencing unprecedented growth, market valuations and are literally sitting on piles of cash. They have built teams of the best engineers in the world which are able to solve very fast the most difficult technical problems in the most efficient way. They know how to engage people and communicate very efficiently new ideas.
They will be all much better of to put all these resources to work and to do it fast - economy will not survive another Oil Shock, which is approaching very fast now. Oil Shock means not only higher Gas prices, but destruction of our societies as it will affect everyone and everything: Food production, Supply Chains, Security and Economy as a whole."
Steve Jobs' Apple iCar dream
By Alborz Fallah | May 18th, 2012
According to a long-time member of Apple's board of directors, the former CEO and founder of Apple, Steve Jobs, was very interested in designing a car towards the end of his life.
Speaking to Business Insider this week, Mickey Drexler, the CEO of J.Crew and a member of Apple's board, said "Look at the car industry; it's a tragedy in America. Who is designing the cars? Steve's dream before he died was to design an iCar."
Although Apple has been rather successful in the technology sector, it would certainly be a challenge to break into the automotive field. No doubt the "iCar" would be designed by Apple in California and built in China, like the rest of the "i" range.
Mr Drexler goes on to claim that if Steve Jobs had designed an iCar, it would have likely taken 50 per cent of the market. A rather bold claim given no one particular vehicle currently comes close to that figure. Nonetheless, it's fair to point out that before the iPod existed, no music player ever came close to that figure either.
Apple, the world's second most valuable company, is unlikely to build its own cars any time soon, however it's increasingly likely to cooperate with automotive manufacturers to further integrate its range of "i" products. We find it a challenge to get behind the wheel of a modern vehicle and not see an iPod connector, now that it has become the industry standard music interface.
Nonetheless, the integration goes much deeper than just a connector. For example, the new Mercedes-Benz A-Class integrates the iPhone's operating system (iOS) to the extent where Siri, the personal voice assistant, can be used via the COMAND infotainment system.
Could Steve Jobs really have designed a market-dominating iCar? What other non-automotive company would you like to see design a car?"
October 7th, 2011 Who will be Steve Jobs for Electric Cars now? R.I.P. and Thank you!
Our Hero is gone and we are paying our respect to him for everything what Steve Jobs has done for us. He will live in so many real and virtual "things" we "touch" every day in our life now, he has changed the world and made the very high bar to reach for any human. He has connected us to the WEB on the go. We can access, connect, store and use the Information on the move in Style thanks to him and Enjoy every moment of famous "Apple's customer experience". We need it so much for our Next Big thing - Electric Cars dreamz now...We will deeply miss him.
We were always hoping that he will make his entrance into the Electric Cars space - he was always up to the magnitude of this task - to change the world one more time.
He did not have a lot of time left to do it. Who will take his place now in our Lithium Dreamz? Elon Musk and his Tesla has a very good chance to make it. Or maybe it will be Google guys with their billions of cash and drive to change the world? Or maybe Apple with Steve Jobs' legacy can still make it? Will it be Facebook or Twitter who will connect us again in physical space and make our freedom possible in the post carbon world?
We need the Manhattan project for the Electric Cars in our broken society and we need it right now - who can lead the world into the future?
"Lithium Charge: Secretary Chu Announces New Funding and Partnership with Google to Promote Electric Vehicles. The Electric Cars investment space is getting hotter and big names are beginning to eagerly to pile in. The 5 million investment into the charging infrastructure from U.S. Department Of Energy could sound like a joke compare to China investing billions in Electric Cars or personal investments of some entrepreneurs in Lithium space, but it is one step at a time and names in this initiatives are more important than this amount.
Once the guys from Google, Facebook and Twitter will move into Green Revolution our Lithium story will take off into parabolic rise - they have knowledge, technology and understanding that Electric Cars are the way forward. They will need to drive their kids to the soccer games after all, even after Peak Oil which is happening now. We do not know which one of them will make the next Coca Cola in Electric Cars space, but we will be ready with our Sugar business - Lithium will be needed for all of them."
Our Lithium Dreamz are already enjoying the favor from Apple and Steve Jobs himself - all world is now going mobile with iPhones, iPads and iPods. If only we can get Steve Jobs into our Electric space and build an Electric iCar for us! It would become fashionable in the matter of days and consumers will be happy to pay premium as with all products from Apple - just to differentiate themselves in the social space. Ultimate consumer experience will help as well!
We will repost our article on the Apple iCar - in our publishing space you never know when Buffet will call or Steve Job will actually decide to save us all from post Peak Oil misery and Depression.
Google is already investing in Electric Cars and technology surrounding this new industry, maybe Apple will make its move one day as well and not just in Apps? These beautiful images above are from Italian industrial designer Franco Grassi. We will put the most powerful business argument here - WHY NOT?
August 24th, 2010
Will you buy an Electric Car?
CS. Desperate times need desperate measures. After today's horrific existing home sales numbers and Charles Nenner's call for Dow at 5000, we cannot simply stand by. Our cash alone will not support the markets for the long time and even our ideas about saving the world can fade away in kerosene light of the writers crying about polluting electric cars and that "nobody will buy them anyway."
Obama calls for action, but the financial situation of the state is a hair breadth's away from desperate. The middle-class, the backbone of our society, barely survives during this recession. FED will not be able to hold the economy for long, with oil above 150 USD/barrel: Twitter, Google and iPhone with iPad are only very nice after a good breakfast and when you can look forward to lunch. Will we have to roll back into our cave of Gold and Silver?
There is only one way to bring Electric Cars in a mass market fashion, beat the Deflation scare and start a new industrial revolution in U.S.: we still have a chance to stay at least on par with China, by making the Electric Car cool. Time for a letter to Steve Jobs.
There are a lot of predictions about how many people will consider buying an Electric Car. As we have mentioned numerous times, nobody knows for sure about the future for our Next Big Thing, but we think that we know the answer to how to make the adoption rate for Electric Cars much closer to the one of mobile phones or iPads, rather than the one of washing machines. All we need to do is ask Mr. Jobs to make an Electric iCar.
"The car is the second largest purchase after the house for the middle-class. It is never really an investment in contrast to the house (according to the logic before the Crash - a house was an investment). Electric cars allow to sell the second biggest item in the household "second time". Family gets an instant cash flow adjustment with electric cars economics: 2.5 cent cost per mile against 12 cents in conventional vehicle (CV). The government gets the opportunity to send money to consumers to fight the Deflation Death Spiral and take it away into the value food chain, hopefully belonging to the domestic production cycle.
The way of doing it - stimulus for production in order to bring prices down, like today, and direct Tax Rebates on purchases of EVs - which are already in place. With the GM Volt battery strategy, the price for EVs will quickly reach the same level as for a CV, and in this situation the Electric Car could become an investment in the household balance sheet as it will be producing "an alternative income" relative to cost of ownership of CV. Here is our "adjusted" cash flow. Third, why do we think it could happen at all? About it Obama, here."
Apple, with its unique proposition of lifestyle social-status marketing products, with almost perfect utility function, has the ability to dramatically change the way how we consume mobility. It is time for a real change and we all have an opportunity to capitalise on this dramatic technological shift. We are inviting Steve Jobs to the Green Mobility Revolution, transformation technology and disruption in the huge market place.
The ideal market situation for the new disruptive technology to create a lifetime investing opportunity is when the Demand for product or service is already there and you are able to deliver it in a new way, which will be more appealing to Existing consumers of this product or service. You have a dramatic shift in consumer preference and you are gaining a market share in a tidal wave fashion by shifting consumers from existing providers to the new product or service place. You do not have to teach the market and prove that they need this product - you just need to prove that the new technology you are putting in place is viable to deliver the Better Experience.
We have always loved our music. Sony made a Revolution in the way we consumed music with its Walkman - we were able to take our music with us as we went. CDs made the quality of music more appealing and record companies sold us our music one more time.
Steve Jobs made another Revolution by providing the means to consume what we exactly want with iTunes and means to Store and Retrieve All Our Music as we go - in iPod. He sold us the music we already had and we were happy to buy it. He brought us a new Experience of how we consume the same music: it is convenient, easy, searchable, high quality and with us - all of it. We have moved in droves to the new source of joy.
Apple has managed an even more difficult trick with mobile phone: the iPhone has stormed the market without a single unique function not available on the market at that time. The key is the ultimate design and functionality which became the marketing product indicating your social status. And our music is again with us here. Only those who remember the Palm can understand our joy here. Will our children be taking Electric Cars for granted as well one day?
For the first time we have all we need under our fingertips with the iPad. It already changed the way we consume newspapers, books, magazines and access the web. Applications are providing a relatively cheap, focused software for the individual's particular need. We must admit that we still have to buy an App - so far everything we use is free. Will it make Windows obsolete one day?
With Electric Cars, all market estimations that we saw so far (apart from the quote from Warren Buffett) looks like a drop in the bucket at a time. Will it be 2%, 5% or 10% claimed by Nissan in 2020? It's not a Revolution - it is like a tea party. We dare to differ and think that Electric Cars will provide to us a new Experience how we consume Mobility: energy efficient, environment friendly and cheaper with all cost accounted. And yes - they will sell us our cars one more time, this time in an Electric version.
Is it bad? No, not at all if you will be investing in Electric Cars value chain. Even if you not, we will all gain from it more than from iPods - after all we have never heard about somebody being killed by CD, but those who still do not believe that cars pollute and kill our environment - therefore us - can try to breathe from an exhaust pipe for a while to be sure.
We expect consumers to shift - on a mass scale - from CVs to EVs, with proof that technology is viable and can provide the same utility but with a Better Experience. The Emotional Drive will be the driving force of this switch of consumer preferences.
And here is where the almighty Steve Jobs and Apple can drive our hearts to open our wallets even during the recessions. Everything is already produced by OEMs anyway: we need Apple just to make it cool to drive an iCar, to make the iCar design and its functionality with Steve Job's signature attention to the detail. All particular auto functionality could be outsourced inside US: batteries, software, power train and auto safety. Something like J/V with established automaker will do the trick in order to achieve mass production. We think that automakers will be standing in line just to be involved.
Is this just confined to our dreams? We're not so sure: we have already found a few rumours about an iCar and even this picture below. We will appreciate if somebody can drop a line with any information on the iCar, its potential design or Steve Jobs' mobile number or email.
From our followers on Twitter:
Maybe EV iCar is already in the making and our idea about Electric Car from Apple it is not so stretched after all?iPod, iPhone…iCar? What's Next for Apple?